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My Personal CFO

Latest statistics and disclosures from My Personal CFO's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VCIT, IVV, VCSH, DFAC, and represent 33.29% of My Personal CFO's stock portfolio.
Added to shares of these 10 stocks: VCIT (+$21M), VCSH (+$13M), DFAC (+$13M), IVV (+$11M), DUHP (+$11M), DFSV (+$11M), DFEM (+$9.7M), SCHR (+$8.7M), BSV (+$7.5M), EFA (+$7.4M).
Started 67 new stock positions in IVE, EFV, BX, DFAC, DFGR, VSS, EFA, PG, DUHP, IJS.
Reduced shares in these 10 stocks: MSFT (-$18M), AVUS (-$14M), AAPL (-$13M), VTI (-$12M), OKTA (-$11M), QQQ (-$8.5M), DFAU (-$6.8M), SPY (-$6.2M), VOO, BAPR.
Sold out of its positions in AMD, A, GOOG, AVUS, AMAT, BAC, BRK.B, DFAU, DIS, GS.
My Personal CFO was a net buyer of stock by $29M.
My Personal CFO has $258M in assets under management (AUM), dropping by 17.38%.
Central Index Key (CIK): 0001916366

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Portfolio Holdings for My Personal CFO

My Personal CFO holds 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	9.9	$26M	-31%	78k	328.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	8.1	$21M	NEW	249k	84.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.3	$14M	+521%	20k	669.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.1	$13M	NEW	166k	79.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.9	$13M	NEW	326k	38.57	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.2	$11M	NEW	284k	37.77	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.1	$11M	NEW	334k	31.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.7	$9.7M	NEW	301k	32.07	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	3.4	$8.7M	NEW	347k	25.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$7.8M	+2203%	99k	78.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.9	$7.4M	NEW	80k	93.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$7.3M	+710%	122k	59.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.5	$6.6M	+111%	72k	91.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.4	$6.2M	NEW	13k	468.42	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.8	$4.5M	NEW	149k	30.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.7	$4.3M	NEW	60k	71.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.6	$4.2M	NEW	83k	50.63	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.6	$4.1M	NEW	114k	35.69	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.5	$3.9M	NEW	120k	32.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.5	$3.8M	NEW	19k	203.59	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.5	$3.8M	NEW	21k	176.81	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.4	$3.5M	NEW	9.3k	378.94	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.2	$3.0M	-40%	40k	76.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$3.0M	+139%	55k	54.18	View chart
Astrazeneca Sponsored Adr (AZN)	1.1	$2.9M	NEW	38k	76.72	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$2.9M	NEW	20k	142.55	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$2.8M	NEW	58k	48.19	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.0	$2.6M	NEW	8.1k	320.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$2.6M	NEW	7.0k	365.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$2.5M	NEW	22k	118.83	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.0	$2.5M	NEW	59k	42.47	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$2.5M	NEW	55k	44.69	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.9	$2.4M	NEW	43k	55.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$2.3M	NEW	9.7k	241.97	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.9	$2.2M	NEW	25k	88.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.6M	NEW	23k	67.83	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.5M	NEW	26k	58.21	View chart
Apple (AAPL)	0.5	$1.4M	-90%	5.5k	254.65	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$1.3M	NEW	28k	46.12	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$1.2M	NEW	11k	111.22	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$1.1M	NEW	34k	31.38	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$956k	NEW	30k	31.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$841k	NEW	4.5k	186.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$775k	+19%	30k	25.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$775k	-88%	1.2k	666.18	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$767k	NEW	28k	27.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$745k	NEW	28k	26.34	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$719k	NEW	2.3k	309.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$715k	NEW	5.0k	142.41	View chart
NVIDIA Corporation (NVDA)	0.3	$682k	-77%	3.7k	186.58	View chart
Microsoft Corporation (MSFT)	0.3	$661k	-96%	1.3k	517.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$643k	NEW	3.1k	206.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$638k	-85%	18k	36.35	View chart
UnitedHealth (UNH)	0.2	$632k	+4%	1.8k	345.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$614k	NEW	6.2k	99.53	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$574k	NEW	13k	42.79	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$570k	NEW	12k	46.81	View chart
Dimensional Etf Trust International (DFSI)	0.2	$565k	NEW	14k	40.95	View chart
JPMorgan Chase & Co. (JPM)	0.2	$561k	-38%	1.8k	315.43	View chart
Johnson & Johnson (JNJ)	0.2	$553k	-28%	3.0k	185.44	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$491k	NEW	15k	32.90	View chart
Merck & Co (MRK)	0.2	$482k	NEW	5.7k	83.93	View chart
Procter & Gamble Company (PG)	0.2	$474k	NEW	3.1k	153.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$423k	NEW	4.2k	100.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$416k	-26%	557.00	746.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$405k	+25%	845.00	479.61	View chart
Amazon (AMZN)	0.1	$342k	-53%	1.6k	219.57	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$322k	NEW	4.5k	71.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$320k	-92%	1.1k	293.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$317k	-57%	1.2k	254.25	View chart
Exxon Mobil Corporation (XOM)	0.1	$310k	+11%	2.7k	112.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$285k	NEW	9.0k	31.53	View chart
Constellation Energy (CEG)	0.1	$279k	NEW	847.00	329.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$279k	NEW	3.6k	78.09	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$274k	-14%	1.3k	208.71	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$270k	NEW	5.4k	50.23	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$266k	NEW	1.5k	174.58	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$261k	NEW	6.4k	41.09	View chart
Cisco Systems (CSCO)	0.1	$260k	NEW	3.8k	68.42	View chart
Meta Platforms Cl A (META)	0.1	$257k	-83%	349.00	734.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$256k	-62%	3.4k	74.37	View chart
Broadcom (AVGO)	0.1	$251k	-26%	761.00	329.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$248k	NEW	1.5k	170.85	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$243k	NEW	1.7k	139.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$240k	-25%	985.00	243.20	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$239k	NEW	2.2k	110.59	View chart
Illinois Tool Works (ITW)	0.1	$234k	NEW	898.00	260.76	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$225k	NEW	2.1k	106.47	View chart
Armstrong World Industries (AWI)	0.1	$222k	NEW	1.1k	196.01	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$218k	NEW	2.3k	94.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$209k	NEW	4.2k	49.46	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$208k	NEW	1.9k	106.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$205k	NEW	2.8k	72.77	View chart
Tmc The Metals Company (TMC)	0.0	$127k	NEW	20k	6.37	View chart

Past Filings by My Personal CFO

SEC 13F filings are viewable for My Personal CFO going back to 2021

My Personal CFO 2025 Q3 filed Oct. 21, 2025
My Personal CFO 2025 Q2 filed July 22, 2025
My Personal CFO 2025 Q1 filed April 24, 2025
My Personal CFO 2024 Q4 filed Jan. 24, 2025
My Personal CFO 2024 Q3 filed Oct. 21, 2024
My Personal CFO 2024 Q2 filed July 26, 2024
My Personal CFO 2024 Q1 filed April 24, 2024
My Personal CFO 2023 Q4 filed Jan. 23, 2024
My Personal CFO 2023 Q3 filed Nov. 6, 2023
My Personal CFO 2023 Q2 filed July 13, 2023
My Personal CFO 2023 Q1 filed April 21, 2023
My Personal CFO 2022 Q4 filed Jan. 11, 2023
My Personal CFO 2022 Q3 restated filed Oct. 20, 2022
My Personal CFO 2022 Q3 filed Oct. 18, 2022
My Personal CFO 2022 Q2 restated filed Aug. 3, 2022
My Personal CFO 2022 Q2 filed July 8, 2022

View all past filings

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